wbcommission 2.2.1__py2.py3-none-any.whl

wbcommission/migrations/0002_commissionrule_remove_accountcustomer_account_and_more.py

@@ -0,0 +1,395 @@
+# Generated by Django 4.1.9 on 2023-07-05 14:26
+
+from decimal import Decimal
+
+import django.contrib.postgres.constraints
+import django.contrib.postgres.fields.ranges
+import django.db.models.deletion
+import wbcommission.models.rebate
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        ("wbcrm", "0005_account_accountrole_accountroletype_and_more"),
+        ("wbcommission", "0001_initial"),
+        ("directory", "0004_entry_is_draft_entry"),
+    ]
+
+    operations = [
+        migrations.RenameModel(old_name="Commission", new_name="OldCommission"),
+        migrations.DeleteModel(name="rebate"),
+        migrations.CreateModel(
+            name="CommissionType",
+            fields=[
+                ("id", models.AutoField(auto_created=True, primary_key=True, serialize=False, verbose_name="ID")),
+                ("name", models.CharField(max_length=256, verbose_name="Name")),
+                ("key", models.CharField(max_length=256, unique=True)),
+            ],
+        ),
+        migrations.CreateModel(
+            name="Commission",
+            fields=[
+                ("id", models.AutoField(auto_created=True, primary_key=True, serialize=False, verbose_name="ID")),
+                (
+                    "portfolio_role_recipient",
+                    models.CharField(
+                        blank=True,
+                        choices=[
+                            ("MANAGER", "Manager"),
+                            ("RISK_MANAGER", "Risk Manager"),
+                            ("PORTFOLIO_MANAGER", "Portfolio Manager"),
+                            ("ANALYST", "Analyst"),
+                        ],
+                        max_length=32,
+                        null=True,
+                        verbose_name="Recipient Role",
+                    ),
+                ),
+                ("order", models.IntegerField()),
+                ("net_commission", models.BooleanField(default=True, verbose_name="Net Commission Rule")),
+                (
+                    "commission_type",
+                    models.ForeignKey(
+                        on_delete=django.db.models.deletion.PROTECT,
+                        related_name="commissions",
+                        to="wbcommission.commissiontype",
+                        verbose_name="Commission Type",
+                    ),
+                ),
+                (
+                    "is_hidden",
+                    models.BooleanField(
+                        default=True,
+                        help_text="If False, this commission rule can be seen by anoyone that can access the related account. Otherwise, only an explicit role will grant access",
+                        verbose_name="Public Commission Rule",
+                    ),
+                ),
+                (
+                    "account",
+                    models.ForeignKey(
+                        limit_choices_to=models.Q(("is_terminal_account", True)),
+                        on_delete=django.db.models.deletion.CASCADE,
+                        related_name="account_commissions",
+                        to="wbcrm.account",
+                        verbose_name="Account",
+                    ),
+                ),
+                (
+                    "account_role_type_recipient",
+                    models.ForeignKey(
+                        blank=True,
+                        null=True,
+                        on_delete=django.db.models.deletion.PROTECT,
+                        related_name="recipient_commissions",
+                        to="wbcrm.accountroletype",
+                        verbose_name="Account Role Type Recipient",
+                    ),
+                ),
+                (
+                    "crm_recipient",
+                    models.ForeignKey(
+                        blank=True,
+                        null=True,
+                        on_delete=django.db.models.deletion.PROTECT,
+                        related_name="recipient_commissions",
+                        to="directory.entry",
+                        verbose_name="Recipient",
+                    ),
+                ),
+            ],
+            options={
+                "verbose_name": "Commission",
+                "verbose_name_plural": "Commissions",
+            },
+        ),
+        migrations.AddConstraint(
+            model_name="commission",
+            constraint=models.UniqueConstraint(
+                fields=("commission_type", "account", "crm_recipient"), name="unique_crm_recipient_account"
+            ),
+        ),
+        migrations.AddConstraint(
+            model_name="commission",
+            constraint=models.UniqueConstraint(
+                fields=("commission_type", "account", "portfolio_role_recipient"),
+                name="unique_portfolio_role_recipient_account",
+            ),
+        ),
+        migrations.AddConstraint(
+            model_name="commission",
+            constraint=models.UniqueConstraint(
+                fields=("commission_type", "account", "account_role_type_recipient"),
+                name="unique_account_role_type_recipient_account",
+            ),
+        ),
+        migrations.AddConstraint(
+            model_name="commission",
+            constraint=models.CheckConstraint(
+                check=models.Q(
+                    models.Q(
+                        ("account_role_type_recipient__isnull", True),
+                        ("crm_recipient__isnull", False),
+                        ("portfolio_role_recipient__isnull", True),
+                    ),
+                    models.Q(
+                        ("account_role_type_recipient__isnull", True),
+                        ("crm_recipient__isnull", True),
+                        ("portfolio_role_recipient__isnull", False),
+                    ),
+                    models.Q(
+                        ("account_role_type_recipient__isnull", False),
+                        ("crm_recipient__isnull", True),
+                        ("portfolio_role_recipient__isnull", True),
+                    ),
+                    _connector="OR",
+                ),
+                name="Only one recipient type set",
+            ),
+        ),
+        migrations.CreateModel(
+            name="CommissionRole",
+            fields=[
+                ("id", models.AutoField(auto_created=True, primary_key=True, serialize=False, verbose_name="ID")),
+                ("computed_str", models.CharField(blank=True, max_length=512, null=True, verbose_name="Name")),
+                (
+                    "commission",
+                    models.ForeignKey(
+                        on_delete=django.db.models.deletion.CASCADE,
+                        related_name="roles",
+                        to="wbcommission.commission",
+                        verbose_name="Commission Line",
+                    ),
+                ),
+                (
+                    "person",
+                    models.ForeignKey(
+                        on_delete=django.db.models.deletion.PROTECT,
+                        related_name="rebates_account_roles",
+                        to="directory.person",
+                        verbose_name="Person",
+                    ),
+                ),
+            ],
+            options={
+                "verbose_name": "Commission Role",
+                "verbose_name_plural": "Commission Roles",
+            },
+        ),
+        migrations.CreateModel(
+            name="CommissionRule",
+            fields=[
+                ("id", models.AutoField(auto_created=True, primary_key=True, serialize=False, verbose_name="ID")),
+                ("computed_str", models.CharField(blank=True, max_length=512, null=True, verbose_name="Name")),
+                ("timespan", django.contrib.postgres.fields.ranges.DateRangeField(verbose_name="Timespan")),
+                (
+                    "assets_under_management_range",
+                    django.contrib.postgres.fields.ranges.DecimalRangeField(verbose_name="AUM Range"),
+                ),
+                ("percent", models.FloatField(default=0, verbose_name="Percent")),
+            ],
+        ),
+        migrations.AddField(
+            model_name="commissionrule",
+            name="commission",
+            field=models.ForeignKey(
+                on_delete=django.db.models.deletion.CASCADE,
+                related_name="rules",
+                to="wbcommission.commission",
+                verbose_name="Commission Line",
+            ),
+        ),
+        migrations.AddConstraint(
+            model_name="commissionrule",
+            constraint=django.contrib.postgres.constraints.ExclusionConstraint(
+                expressions=[("timespan", "&&"), ("assets_under_management_range", "&&"), ("commission", "=")],
+                name="exclude_overlapping_rules",
+            ),
+        ),
+        migrations.CreateModel(
+            name="CommissionExclusionRule",
+            fields=[
+                ("id", models.AutoField(auto_created=True, primary_key=True, serialize=False, verbose_name="ID")),
+                ("timespan", django.contrib.postgres.fields.ranges.DateRangeField(verbose_name="Timespan")),
+                (
+                    "overriding_percent",
+                    models.DecimalField(decimal_places=3, max_digits=4, verbose_name="Overriding Percent"),
+                ),
+                (
+                    "overriding_net_or_gross_commission",
+                    models.CharField(
+                        choices=[("NET", "Net"), ("GROSS", "Gross"), ("DEFAULT", "Default")],
+                        default="DEFAULT",
+                        max_length=16,
+                        verbose_name="Overriding Net or Gross Commission Rule",
+                    ),
+                ),
+                (
+                    "account_role_type",
+                    models.ForeignKey(
+                        blank=True,
+                        null=True,
+                        on_delete=django.db.models.deletion.PROTECT,
+                        to="wbcrm.accountroletype",
+                        verbose_name="Account Role Type Recipient",
+                    ),
+                ),
+                (
+                    "commission_type",
+                    models.ForeignKey(
+                        on_delete=django.db.models.deletion.PROTECT,
+                        related_name="commission_exclusion_rules",
+                        to="wbcommission.commissiontype",
+                        verbose_name="Commission Type",
+                    ),
+                ),
+                (
+                    "product",
+                    models.ForeignKey(
+                        on_delete=django.db.models.deletion.CASCADE, to="wbportfolio.product", verbose_name="Product"
+                    ),
+                ),
+            ],
+            options={
+                "verbose_name": "Commission Exclusion Rule",
+                "verbose_name_plural": "Commissions Exclusion Rules",
+            },
+        ),
+        migrations.AddConstraint(
+            model_name="commissionexclusionrule",
+            constraint=django.contrib.postgres.constraints.ExclusionConstraint(
+                expressions=[
+                    ("timespan", "&&"),
+                    ("product", "="),
+                    ("commission_type", "="),
+                    ("account_role_type", "="),
+                ],
+                name="exclude_overlapping_exclusion_rules",
+            ),
+        ),
+        migrations.AddField(
+            model_name="commission",
+            name="exclusion_rule_account_role_type",
+            field=models.ForeignKey(
+                blank=True,
+                null=True,
+                on_delete=django.db.models.deletion.SET_NULL,
+                to="wbcrm.accountroletype",
+                verbose_name="Account Role to decide with exclusion rule applies",
+            ),
+        ),
+        migrations.CreateModel(
+            name="Rebate",
+            fields=[
+                ("id", models.AutoField(auto_created=True, primary_key=True, serialize=False, verbose_name="ID")),
+                ("date", models.DateField(verbose_name="Date")),
+                (
+                    "value",
+                    models.DecimalField(decimal_places=4, default=Decimal(0.0), max_digits=16, verbose_name="Value"),
+                ),
+                (
+                    "account",
+                    models.ForeignKey(
+                        limit_choices_to=models.Q(("is_terminal_account", True)),
+                        on_delete=django.db.models.deletion.CASCADE,
+                        related_name="rebates",
+                        to="wbcrm.account",
+                        verbose_name="Account",
+                    ),
+                ),
+                (
+                    "commission",
+                    models.ForeignKey(
+                        on_delete=django.db.models.deletion.PROTECT,
+                        related_name="rebates",
+                        to="wbcommission.commission",
+                        verbose_name="Commission Line",
+                    ),
+                ),
+                (
+                    "commission_type",
+                    models.ForeignKey(
+                        on_delete=django.db.models.deletion.PROTECT,
+                        related_name="rebates",
+                        to="wbcommission.commissiontype",
+                        verbose_name="Commission Type",
+                    ),
+                ),
+                (
+                    "product",
+                    models.ForeignKey(
+                        on_delete=django.db.models.deletion.CASCADE,
+                        related_name="rebates",
+                        to="wbportfolio.product",
+                        verbose_name="Product",
+                    ),
+                ),
+                (
+                    "recipient",
+                    models.ForeignKey(
+                        on_delete=django.db.models.deletion.PROTECT,
+                        related_name="recipient_rebates",
+                        to="directory.entry",
+                        verbose_name="Recipient",
+                    ),
+                ),
+            ],
+            options={
+                "verbose_name": "Rebate",
+                "verbose_name_plural": "Rebates",
+                "unique_together": {("date", "recipient", "account", "product", "commission_type")},
+                "index_together": {("commission_type", "date", "recipient", "product", "account")},
+            },
+            bases=(wbcommission.models.rebate.BookingEntryCalculatedValueMixin, models.Model),
+        ),
+        migrations.RemoveField(
+            model_name="accountcustomer",
+            name="account",
+        ),
+        migrations.RemoveField(
+            model_name="accountcustomer",
+            name="entry",
+        ),
+        migrations.RemoveField(
+            model_name="accountcustomercommissionconstraint",
+            name="customer",
+        ),
+        migrations.RemoveField(
+            model_name="accountcustomercommissionconstraint",
+            name="products",
+        ),
+        migrations.DeleteModel(
+            name="AccountCustomer",
+        ),
+        migrations.DeleteModel(
+            name="AccountCustomerCommissionConstraint",
+        ),
+        migrations.DeleteModel(
+            name="OldCommission",
+        ),
+        migrations.DeleteModel(
+            name="CommissionAccountRole",
+        ),
+        migrations.AlterField(
+            model_name="commission",
+            name="is_hidden",
+            field=models.BooleanField(
+                default=True,
+                help_text="If False, this commission rule can be seen by anoyone that can access the related account. Otherwise, only an explicit role will grant access",
+                verbose_name="Hidden Commission Rule",
+            ),
+        ),
+        migrations.AlterField(
+            model_name="commissionrule",
+            name="percent",
+            field=models.DecimalField(decimal_places=3, default=Decimal("0"), max_digits=4, verbose_name="Percent"),
+        ),
+        migrations.AlterModelOptions(
+            name="commission",
+            options={
+                "permissions": (("administrate_commission", "Can administrate Commission"),),
+                "verbose_name": "Commission",
+                "verbose_name_plural": "Commissions",
+            },
+        ),
+    ]

wbcommission/migrations/0003_alter_commission_account.py

@@ -0,0 +1,24 @@
+# Generated by Django 4.1.10 on 2023-09-06 14:10
+
+import django.db.models.deletion
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        ("wbcrm", "0005_account_accountrole_accountroletype_and_more"),
+        ("wbcommission", "0002_commissionrule_remove_accountcustomer_account_and_more"),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name="commission",
+            name="account",
+            field=models.ForeignKey(
+                on_delete=django.db.models.deletion.CASCADE,
+                related_name="account_commissions",
+                to="wbcrm.account",
+                verbose_name="Account",
+            ),
+        ),
+    ]

wbcommission/migrations/0004_rebate_audit_log.py

@@ -0,0 +1,19 @@
+# Generated by Django 4.2.7 on 2023-11-14 08:55
+import django.core.serializers.json
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        ("wbcommission", "0003_alter_commission_account"),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name="rebate",
+            name="audit_log",
+            field=models.JSONField(
+                default=dict, encoder=django.core.serializers.json.DjangoJSONEncoder, verbose_name="Audit Log"
+            ),
+        ),
+    ]

wbcommission/migrations/0005_alter_rebate_audit_log.py

@@ -0,0 +1,20 @@
+# Generated by Django 4.2.7 on 2023-11-16 13:54
+
+import django.core.serializers.json
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        ("wbcommission", "0004_rebate_audit_log"),
+    ]
+
+    operations = [
+        migrations.AlterField(
+            model_name="rebate",
+            name="audit_log",
+            field=models.JSONField(
+                default=dict, encoder=django.core.serializers.json.DjangoJSONEncoder, verbose_name="Audit Log"
+            ),
+        ),
+    ]

wbcommission/migrations/0006_commissionrule_consider_zero_percent_for_exclusion.py

@@ -0,0 +1,21 @@
+# Generated by Django 5.0.9 on 2024-10-17 07:44
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        ("wbcommission", "0005_alter_rebate_audit_log"),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name="commissionrule",
+            name="consider_zero_percent_for_exclusion",
+            field=models.BooleanField(
+                default=False,
+                help_text="If true, the commission rule with percent 0 (initially consider disabled), will be considered for exclusion rule matching",
+                verbose_name="Consider 0 percent for exclusion",
+            ),
+        ),
+    ]

wbcommission/migrations/0007_remove_commission_unique_crm_recipient_account_and_more.py

@@ -0,0 +1,50 @@
+# Generated by Django 5.0.9 on 2024-11-06 13:31
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        ("directory", "0009_remove_entry_external_identfier_and_more"),
+        ("wbcommission", "0006_commissionrule_consider_zero_percent_for_exclusion"),
+        ("wbcrm", "0013_account_action_plan_account_relationship_status_and_more"),
+    ]
+
+    operations = [
+        migrations.RemoveConstraint(
+            model_name="commission",
+            name="unique_crm_recipient_account",
+        ),
+        migrations.RemoveConstraint(
+            model_name="commission",
+            name="unique_portfolio_role_recipient_account",
+        ),
+        migrations.RemoveConstraint(
+            model_name="commission",
+            name="unique_account_role_type_recipient_account",
+        ),
+        migrations.AddConstraint(
+            model_name="commission",
+            constraint=models.UniqueConstraint(
+                condition=models.Q(("crm_recipient__isnull", False)),
+                fields=("commission_type", "account", "crm_recipient"),
+                name="unique_crm_recipient_account",
+            ),
+        ),
+        migrations.AddConstraint(
+            model_name="commission",
+            constraint=models.UniqueConstraint(
+                condition=models.Q(("portfolio_role_recipient__isnull", False)),
+                fields=("commission_type", "account", "portfolio_role_recipient"),
+                name="unique_portfolio_role_recipient_account",
+            ),
+        ),
+        migrations.AddConstraint(
+            model_name="commission",
+            constraint=models.UniqueConstraint(
+                condition=models.Q(("account_role_type_recipient__isnull", False)),
+                fields=("commission_type", "account", "account_role_type_recipient"),
+                name="unique_account_role_type_recipient_account",
+            ),
+        ),
+    ]

wbcommission/migrations/0008_alter_commission_options_alter_commission_order.py

@@ -0,0 +1,26 @@
+# Generated by Django 5.0.9 on 2024-11-11 11:59
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+    dependencies = [
+        ("wbcommission", "0007_remove_commission_unique_crm_recipient_account_and_more"),
+    ]
+
+    operations = [
+        migrations.AlterModelOptions(
+            name="commission",
+            options={
+                "ordering": ("order",),
+                "permissions": (("administrate_commission", "Can administrate Commission"),),
+                "verbose_name": "Commission",
+                "verbose_name_plural": "Commissions",
+            },
+        ),
+        migrations.AlterField(
+            model_name="commission",
+            name="order",
+            field=models.PositiveIntegerField(db_index=True, editable=False, verbose_name="order"),
+        ),
+    ]

wbcommission/models/__init__.py

@@ -0,0 +1,9 @@
+from .commission import (
+    CommissionType,
+    Commission,
+    CommissionExclusionRule,
+    CommissionRole,
+    CommissionRule,
+)
+from .rebate import Rebate
+from .signals import *